Ethic Inc’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,972
| Closed | -$206K | – | 1299 |
|
|
2025
Q1 | $206K | Buy |
5,972
+537
| +10% | +$18.5K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $204K | Sell |
5,435
-1,101
| -17% | -$41.3K | ﹤0.01% | 1057 |
|
|
2024
Q3 | $234K | Buy |
+6,536
| New | +$234K | 0.01% | 964 |
|
|
2024
Q2 | – | Sell |
-6,536
| Closed | -$234K | – | 1174 |
|
|
2024
Q1 | $234K | Sell |
6,536
-216
| -3% | -$7.73K | 0.01% | 962 |
|
|
2023
Q4 | $254K | Buy |
+6,752
| New | +$254K | 0.01% | 922 |
|
|
2023
Q3 | – | Sell |
-12,739
| Closed | -$378K | – | 1063 |
|
|
2023
Q2 | $378K | Sell |
12,739
-4,190
| -25% | -$124K | 0.01% | 730 |
|
|
2023
Q1 | $596K | Sell |
16,929
-236
| -1% | -$8.31K | 0.02% | 600 |
|
|
2022
Q4 | $695K | Buy |
17,165
+1,614
| +10% | +$65.4K | 0.04% | 469 |
|
|
2022
Q3 | $556K | Buy |
15,551
+1,681
| +12% | +$60.1K | 0.04% | 465 |
|
|
2022
Q2 | $486K | Buy |
+13,870
| New | +$486K | 0.03% | 479 |
|